Our Investment Approach

At Thompson Financial Services we offer a three tiered investment approach to suit all types of investors whether you are a price conscious-set-and-forget investor or would prefer a more complex 'active investment' approach to your super or investment portfolio. TFS is also one of few financial planning firms which offer an ethical investment option. All our portfolio constructions are tailored to your specific risk profile, financial goals and needs.

Indexed Investment Portfolio

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Indexed Investment Portfolio attempts to replicate the investment results of the target index by holding all-or in the case of very large indexes, a representative sample-of the securities in the index.

Socially Responsible Portfolio

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Socially Responsible investing is using your money (including your super) to invest in companies that bring about positive change to our society. They do this by screening out companies involved in practices that you do not support such as tobacco, gambling, animal testing, arms manufacturing. They also actively support causes such as renewable energy, equal opportunity, medical innovation & climate change minimisation.